Salesforce

Salesforce CRM data and actions inside Claude and ChatGPT.

OfficialClaudeChatGPTPerplexityGrok

01What it does

Salesforce's official hosted connector connects your Salesforce org to AI assistants, letting them query records, run reports, and take CRM actions over OAuth with no local install. Ask about pipeline, accounts, or recent changes, and have the assistant draft updates or summaries back in your org. Also available as a connector for Perplexity. Also available as a connector for Grok.

02How to connect

Claude

Add the Salesforce hosted connector in Claude's connector settings and complete the OAuth sign-in.

ChatGPT

Add the Salesforce connector connector in ChatGPT and complete the OAuth sign-in.

Perplexity

In Perplexity, open Computer > Connectors, click Enable next to Salesforce, and authenticate your Salesforce org via OAuth. The connector can then be used in Computer conversations and Scheduled Tasks.

Grok

1. Go to grok.com/connectors. 2. Click New Connector and select Salesforce. 3. Complete the OAuth sign-in flow. For Grok Business/Enterprise, a team admin must first provision the connector in the cloud console.

03Pricing

Requires Salesforce Flex Credits; usage may be billed.

04Related connectors

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Apollo

Apollo prospecting data and enrichment in Claude and ChatGPT.

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Attio

Attio CRM records through a self-hosted remote connector.

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Clari

Clari forecasting and revenue data in Claude.

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Clay

Clay enrichment and workflows in native Claude and ChatGPT apps.

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